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How To Review Your SMSF Investment Strategy

Posted on June 12, 2020

A new year can be a good time for SMSF trustees to revisit finances with an eye to reviewing their SMSF investment strategy. The question is: what is a good investment strategy? Unfortunately, there is no simple answer. Super law does set out some requirements that trustees of regulated super funds need to consider when...
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How To Access International Markets In An SMSF

Posted on May 29, 2020

Investing across assets and markets could be an important part of a balanced SMSF strategy. According to the Australian Tax Office’s quarterly report released in March 2019, in practise, SMSF portfolios tend to be concentrated in Australian investments1, with Investment Trends research finding trustees are under-allocated to international assets and may be unaware of the...
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Diversifying Your SMSF Investments

Posted on May 15, 2020

In investment terms, “diversification” refers to the process of allocating your savings in a way that reduces your exposure to any one particular asset, asset class or risk. In turn, diversification can lead to a reduction in the overall level of risk or volatility associated with your investment portfolio. Of course, the old adage about...
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Develop a Retirement Savings Plan

Posted on May 1, 2020

Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave it all to chance. Discover how to develop a retirement savings plan so you can enjoy a rewarding tomorrow.   How am I tracking to live the life I want in retirement? There is no magic...
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Should Your SMSF Be Diversified?

Posted on April 3, 2020

In investment terms, “diversification” refers to the process of allocating your savings in a way that reduces your exposure to any one particular asset, asset class or risk. In turn, diversification can lead to a reduction in the overall level of risk or volatility associated with your investment portfolio. Of course, the old saying about...
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Super Investment Strategies

Posted on March 27, 2020

Your super returns may be doing ok, but could you have a better super investment strategy? Being actively involved in your super investment strategies (how and where your super is invested), could make a real difference to your retirement savings over the long-term. If you are considering going down this route, there are some factors...
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